Document Directories

Your administrator can determine that the directory entered as your document directory is used by the Windows Open dialog when loading documents.

For further details, see Desktop / Global Settings /Masks Tab in the Aurea.CRM win Administrator Guide.

The user-specific directory takes precedence over the system-wide directory. If more than one directory has been entered, the first directory is used.

To configure your document directories:

1. Select Extras > Document Directories from the menu.

   

   • The User-specific document directories fields contain the directories of a specific user, where documents are stored on the local hard drive.
   • The System-wide document directories fields contain the directories that are available to all users over the network.
2. Click on (New) to select the directories used to store your documents.
3. Click on to edit the entry. Click on to delete the entry.
4. Confirm your settings with OK.